PCMC

Planning Capital Management Corporation Portfolio holdings

AUM $151M
1-Year Est. Return 30.62%
This Quarter Est. Return
1 Year Est. Return
+30.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1 +$5.01M
2 +$4.7M
3 +$4.66M
4
MRK icon
Merck
MRK
+$4.59M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.2M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 16.68%
2 Industrials 10.05%
3 Healthcare 9.62%
4 Technology 8.06%
5 Consumer Discretionary 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$13.7K 0.01%
+1,166
377
$13.6K 0.01%
+300
378
$13.4K 0.01%
+129
379
$13.4K 0.01%
+1,630
380
$13.4K 0.01%
+62
381
$13.3K 0.01%
+85
382
$13.3K 0.01%
+105
383
$13.2K 0.01%
+13
384
$13.1K 0.01%
+610
385
$13.1K 0.01%
+829
386
$13.1K 0.01%
+100
387
$12.9K 0.01%
+200
388
$12.9K 0.01%
+16
389
$12.9K 0.01%
+348
390
$12.9K 0.01%
+100
391
$12.8K 0.01%
+23
392
$12.5K 0.01%
+848
393
$12.3K 0.01%
+228
394
$12.2K 0.01%
+331
395
$12.1K 0.01%
+285
396
$12.1K 0.01%
+143
397
$12.1K 0.01%
+153
398
$12K 0.01%
+153
399
$11.7K 0.01%
+107
400
$11.7K 0.01%
+100